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Client Application

Document Center

Organize documents by year in your workspace. If you choose accountant support, share only the folders you select.

Included in every client workspace

What we can discuss

  • Organize requested records, share them securely, and follow review and approval steps.
  • Use your document workspace without purchasing accounting services. Share selected folders if you choose accountant support.
  • Keep requested personal records in your secure client workspace.

Share sensitive records only through your invited client portal after onboarding.